On this episode of the Change Agent CTO Podcast, Nathan sits down in person with Baird Vice President, Senior Technology Product Manager John Zielinski about redefining what wealth management is and how it functions in the tech and financial services world. John talks about the transition between the legacy to modern approach in how financial advisors moved away from the rolodex to an intuitive innovative CRM space to truly analyze and enable sales opportunities. From relationship building to comprehensive wealth management tools, CRM can provide a way to keep track of the business as well as the Standard of Care to better understand clients and their specific needs.  Listen Now

What better time to celebrate the summer days ahead, community and all things tech then with a new episode of The Change Agent CTO Podcast featuring awesome guests working with Milwaukee’s annual Summerfest Tech event. Generac Power Systems CIO Tim Dickson, Milwaukee World Festival, Inc. Sponsorship Sales Manager Lena DeLaet, and Concurrency COO Kate Weiland join Nate in this special episode to talk about Summerfest Tech and how important community is for the opportunity to come together, network, educate and be educated.Listen Now

On this episode of the Change Agent CTO Podcast, Nathan sits down with Microsoft Manufacturing Digital and Application Innovation Leader Melissa Ramos to talk about what it means to drive innovation with technology in teams and organizations. Melissa talks through how her team works with manufacturing companies on how to develop a business model that will disrupt the marketplace with innovation. Sometimes, innovation isn’t the “next shiny new thing”, it can be smaller steps that enable a business to get back to the core of what they’re doing in manufacturing. From focusing on a customer’s customer to improve business strategy to understanding what a successful team looks like by being digital advisors, this episode is full of inspiring methods to drive change with technology.Listen Now